Financial Advocates Investment Management Pacer Fds Tr Wealthshield ETF Transaction History
Financial Advocates Investment Management
- $1.78 Billion
- Q3 2024
Shares
12 transactions
Others Institutions Holding PWS
# of Institutions
21Shares Held
311KCall Options Held
0Put Options Held
0-
Susquehanna International Group, LLP Bala Cynwyd, PA45KShares$1.37 Million0.0% of portfolio
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Org Partners LLC Roanoke, IN43.4KShares$1.32 Million0.23% of portfolio
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Imprint Wealth LLC Mount Pleasant, SC30.5KShares$932,2030.22% of portfolio
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Concurrent Investment Advisors, LLC Tampa, FL30.4KShares$928,7220.03% of portfolio
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Wealth Shield Partners, LLC Cary, NC27.8KShares$848,7640.12% of portfolio